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Dynamics 365

Microsoft Dynamics 365 Blog

Published
4 min read

Customize Dynamics 365 Sales Agents with your data sources and taxonomy 

This week at Microsoft Ignite, we announced new capabilities to further enhance your agents by grounding them in your company’s unique data and taxonomy, as well as enriching the agents’ knowledge with third-party data. This allows the agent to assess a lead’s intent to buy with greater precision, providing a more comprehensive and accurate data set for the agent to work with. These capabilities will be rolling out in early 2025. 

Boost seller productivity with document summary by Copilot in Dynamics 365 Sales  

New summarization capabilities provided by Copilot in Dynamics 365 Sales, allow sellers to obtain pertinent details from sales documents in minutes. Sellers quickly gain insights into customer requirements, budget details, timelines, and main decision makers. Enabling them to prepare for prospect meetings more effectively and engage in more informed and meaningful conversations. 

Published
2 min read

The next chapter for the Schedule Board: Enhanced Usability and Performance  

Today, we are thrilled to unveil the dramatically enhanced Schedule Board on Universal Resource Scheduling. At the core of this update, we are moving from the legacy ExtJS to a modern React component for the schedule board. Our guiding principle for this upgrade has been visual parity. The Resource panel, Requirements panel, Filters, and Views are all exactly as you know and love. But look closer, and you’ll discover the subtle enhancements we've made based on your valued feedback.

Try the first-party WhatsApp channel in Dynamics 365 Contact Center 

In today’s digital landscape, the success of customer service on social media hinges on the quality of care provided to customers. It’s essential for communications from agents to be timely, accurate, sensitive, brief, and friendly to enhance customer satisfaction and foster brand loyalty. To support this, we are excited to introduce the first-party WhatsApp channel

Announcing End of Support for Dynamics 365 Project Service Automation (PSA) 

On March 19th, 2024, we announced the end of support of Dynamics 365 Project Service Automation on commercial cloud. For Project Service Automation customers on US government cloud, we will have a future announcement regarding upgrade and the availability of Project Operations. Beginning March 31st, 2025, Microsoft will no longer support PSA on commercial cloud

Enhancing Supply Chain Integrity: introducing quality control for goods in-transit orders in Dynamics 365 SCM  

Introduction  In fast-paced, complex supply chain environments, ensuring product quality throughout the journey from supplier to customer is more critical than ever. We’re excited to address this with a powerful new feature in Microsoft Dynamics 365 Supply Chain Management Landed Cost module, enabling quality control for goods in-transit orders.  Addressing a Critical Gap in Supply

Your Board, Your Way – Optimize schedule board navigation patterns in Universal Resource Scheduling 

The schedule board now utilizes the computer's local cache to remember user settings, including the last accessed tab, map panel state, view type and mode, board start date, and column width, allowing users to resume their work seamlessly without reconfiguring each time they return to the board.